Exporting documents from zipForm - DocuSign Rooms for Real Estate

Export documents from zipForm into DocuSign Rooms for Real Estate 

Note: Your zipForm account must be linked to your DocuSign Rooms account to Export files. If your accounts are not currently linked, you will be prompted to log into Rooms during the export process. Once you sign in during this process, your accounts will remain linked until you remove this link in Rooms or zipForm.

See DocuSign Rooms for Real Estate vs. DocuSign eSignature vs. zipForm Plus to learn about linking your DocuSign Rooms and zipForm accounts.

1. Log in to zipForm and move the pointer over the tile that contains the documents to export into a specific transaction room.
2.Click the drop-down arrow on the tile and hover over Send to Other System.
3.Click Send to DocuSign Rooms.
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4.Click to select the transaction room to export documents into, then click Link to a Transaction Room.
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5.Click to select the documents to export into the transaction room, then click add Documents to Transaction Room.
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6.Click Close. Your documents will be exported to the linked transaction room.
 
ZipForm Plus
1. Log in to zipForm and go to your transactions tab then move the pointer over the tile that contains the documents to export into a specific transaction room.
2.Click the drop-down arrow on the tile and hover over Send to Other System.
3.Click Send to DocuSign Rooms.
User-added image
4.Click to select the transaction room to export documents into, then click Link to a Transaction Room.
User-added image
5.Click to select the documents to export into the transaction room, then click add Documents to Transaction Room.
User-added image
6.Click Close. Your documents will be exported to the linked transaction room.

For further DocuSign Rooms for Real Estate Help & Support, please contact us.